PROJECTS MANAGED SIMULTANEOUSLY
FULL-TIME RESOURCE MANAGING ALL PROJECTS AND CONSULTANTS
POWERING RAPID GROWTH
Vlocity helps the world’s largest companies drive digital transformation using industry-specific cloud and mobile software. To enable that transformation, Vlocity delivers high-quality professional services, running about 100 implementation projects at a time.
As Vlocity more than doubled headcount and expanded to over 20 countries, however, it became more difficult to smoothly run dozens of complex projects. The company needed a way to make resource planning and business processes more efficient as it scaled its rapidly growing global team.
EFFICIENT PROJECT MANAGEMENT
Natively built on the Salesforce platform and connected to Vlocity’s in-house contract lifecycle management tool, FinancialForce PSA gives Vlocity’s customer success team and project leads a single place to set up and assign project resources.
With a powerful, easy-to-use interface for assigning resources globally, billing, and tracking KPIs, FinancialForce empowers Vlocity to track dozens of new and existing projects in the global pipeline.
Scaling at speed
Scaling business growth is no longer a challenge for Vlocity. With FinancialForce, the company is now able to efficiently manage approximately 100 simultaneous global projects with just one full-time resource.
EXPANDING WORLDWIDE WITH EASE
Using FinancialForce, project leaders at Vlocity can now easily view future resource needs and projected billings, while the finance team can view actual billings and invoice status. The unified platform also gives company leaders a single global view of all projects. As Vlocity expands into new global markets, FinancialForce makes it easy to work with new currencies and test new packaged offerings.
“With FinancialForce, we've been able to scale up to 400 consultants, supported by one full-time resource. We'd never be able to do that with spreadsheets and email.”
CIO and VP of Customer Operations, Vlocity
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